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Covalon Technologies Ltd. (COV $1.95)
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Amazon.com Inc. (AMZN $264.62)
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Costco Wholesale Corporation (COST $1,018.93)
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Meta Platforms Inc. (META $599.82)
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Intel Corporation (INTC $118.07)
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Bristol-Myers Squibb Company (BMY $56.54)
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The Walt Disney Company (DIS $105.12)
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International Business Machines Corporation (IBM $220.42)
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PPL Corporation (PPL $36.37)
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Royal Bank of Canada (RY $248.17)
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Toronto-Dominion Bank (The) (TD $146.58)
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Canadian Natural Resources Limited (CNQ $63.18)
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Saputo Inc. (SAP $40.84)
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Constellation Software Inc. (CSU $2,387.41)
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Vermilion Energy Inc. (VET $17.05)
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Kinaxis Inc. (KXS $146.36)
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Open Text Corporation (OTEX $32.57)
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Premium Brands Holdings Corporation (PBH $87.56)
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Knight Therapeutics Inc. (GUD $8.71)
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goeasy Ltd. (GSY $30.17)
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Spin Master Corp. Subordinate Voting Shares (TOY $19.02)
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Alimentation Couche-Tard Inc. (ATD.A)
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Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $37.71)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.48)
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Corteva Inc. (CTVA $81.90)
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Kim